Professional Bookkeeping Services in the Houston Area
For 45 years, WadeCo Tax Pros has been a cornerstone of financial reliability in Houston, offering expert bookkeeping services tailored to meet the diverse needs of our clients. Our commitment is to provide clear, accurate, and timely financial information so you can focus on what you do best—running your business.
Standard Bookkeeping Services
Monthly Bookkeeping Services
We handle all aspects of your day-to-day financial record-keeping:
- Accounts Payable management and vendor payments
- Accounts Receivable tracking and customer invoicing
- Bank reconciliations for all business accounts
- Credit card reconciliation and expense categorization
- General ledger maintenance and chart of accounts setup
- Monthly financial statements (Profit & Loss, Balance Sheet)
QuickBooks Services
Expert QuickBooks support and management:
- QuickBooks setup and chart of accounts customization
- Data file cleanup and error correction
- QuickBooks training for business owners and staff
- Software updates and maintenance
- Custom reporting setup and automation
- Multi-user system configuration and support
Financial Reporting
Detailed reporting to help you understand your business performance:
- Monthly financial statements with analysis and insights
- Cash flow projections and management
- Budget vs. actual reporting and variance analysis
- Key performance indicators (KPI) tracking
- Departmental reporting for multi-location businesses
- Custom dashboards for real-time financial visibility
Specialized Industry Experience
Houston Energy Sector
Our deep experience with Houston’s primary industries includes:
- Oil and gas accounting and joint venture reporting
- Depletion calculations and regulatory compliance
- Revenue recognition for energy contracts
- Equipment depreciation and asset management
Professional Services
Tailored bookkeeping for service-based businesses:
- Project-based accounting and profitability analysis
- Time and billing integration and client invoicing
- Trust account management for legal and real estate professionals
- Commission tracking and sales reporting
Retail and Restaurants
Specialized services for Houston’s vibrant retail and restaurant scene:
- Point-of-sale integration and daily sales reporting
- Inventory tracking and cost of goods sold calculations
- Multi-location consolidation and reporting
- Sales tax compliance and filing
Our Bookkeeping Process
Business Assessment
We evaluate your current bookkeeping processes, software, and needs to design a customized solution. This comprehensive review ensures we understand your unique business requirements and can recommend the most efficient approaches for your industry and size.
System Setup
We establish or optimize your accounting system, chart of accounts, and reporting structure. Our team configures your software to match your business operations and creates standardized processes that will support accurate reporting and streamlined workflows.
Training & Transition
We provide training for your team and ensure a smooth transition to our services. This includes hands-on training sessions for your staff and comprehensive documentation of new procedures to minimize disruption to your daily operations.
Ongoing Management
We handle your bookkeeping tasks according to the agreed schedule, typically monthly or weekly. Our experienced team maintains consistent communication and follows established protocols to ensure your books are always current and accurate.
Regular Reporting
You receive timely financial reports and insights to help guide your business decisions. Each report includes clear explanations of key metrics and trends, empowering you to make informed strategic choices for your business.
Periodic Reviews
We conduct quarterly business reviews to assess performance and discuss financial strategies. These sessions provide opportunities to evaluate your financial health, discuss growth opportunities, and adjust our services to meet your evolving needs.
Frequently Asked Questions
Q: How often will you update my books? A: We typically update books monthly, but we can accommodate weekly or bi-weekly schedules for businesses that need more frequent reporting.
Q: What bookkeeping software do you work with? A: We specialize in QuickBooks (Desktop and Online) but can work with most major accounting software platforms.
Q: Can you clean up years of messy books? A: Absolutely. We offer comprehensive book cleanup services to get your records current and accurate.
Q: Do you work on-site or remotely? A: We offer both options. Many clients prefer our remote services for efficiency and cost savings, but we can provide on-site support when needed.
Q: How do you ensure the security of our financial data? A: We use bank-level encryption, secure cloud storage, and follow strict data protection protocols. All staff sign confidentiality agreements.
Q: What’s the difference between bookkeeping and accounting? A: Bookkeeping involves recording daily transactions, while accounting includes analysis, interpretation, and strategic advice. We provide both services.
Inquire About with Our Bookkeeping Services
Call (346) 225-4460 or Contact Us to schedule a complimentary consultation to discuss your bookkeeping needs and challenges. We’ll prepare a detailed proposal outlining services, timeline, and investment based on your specific requirements. Most bookkeeping engagements can be implemented within 2-3 weeks of agreement.